HB 39622024
bill
2024 Regular Session · House bill
HB 3962
Trust; Oklahoma Trust Reform Act of 2024; directed trust; qualified dispositions; duration of trust; effective date.
Official title shown; Open States carries no separate summary for Oklahoma bills. See the AI analysis below.
Enacted Last action May 30, 2024: Approved by Governor 05/31/2024
Same number in other sessions: 2026 (bills from 2025 carry over into 2026 within the 60th Legislature).
AI analysis AI-generated
AI-generated · may be inaccurate or incomplete. Written by a language model (Workers AI, llama-3.3-70b-instruct-fp8-fast) from the bill's official title, actions, votes, sponsors, committee referrals and hearings in our database — not from the bill text. Check the official text on oklegislature.gov before relying on it. Not legal advice.
Authors & coauthors 3
Principal authors from Open States; coauthors read from “Coauthored by …” actions (removals applied).
Status
- Introduced
- In committee (origin chamber)
- Passed committee (origin chamber)
- Passed origin chamber
- In committee (second chamber)
- Passed committee (second chamber)
- Passed both chambers
- Sent to Governor
- Enacted / adopted
Committee referrals 2
| Referred | Chamber | Committee | Outcome |
|---|---|---|---|
| Feb. 6, 2024 | House | Judiciary - Civil | Passed Feb. 12, 2024 |
| March 27, 2024 | Senate | Judiciary | Passed (committee substitute) April 9, 2024 |
Roll-call votes 6
Feb. 8, 2024HouseJudiciary - Civil Committee: Do PassPassed10–0
yes (10) Culver, Duel, Kannady, Moore, Osburn, Provenzano, Schreiber, Sneed, Sterling, Stinson
Official vote record: oklegislature.gov
March 13, 2024HouseThird ReadingPassed92–1 8 excused
yes (92) Alonso Sandoval, Archer, Baker, Banning, Bashore, Blancett, Boatman, Boles, Burns, Caldwell, Cantrell, Conley, Cornwell, Crosswhite Hader, Culver, Davis, Deck, Dempsey, Dobrinski, Dollens, Duel, Echols, Fetgatter, Ford, Fugate, George, Goodwin, Grego, Hardin, Harris, Hasenbeck, Hays, Hefner, Hilbert, Hill, Humphrey, Kane, Kannady, Kendrix, Kerbs, Lawson, Lepak, Lowe, Luttrell, Manger, Marti, May, Maynard, McDugle, Menz, Miller, Moore, Mr. Speaker, Munson, Newton, ODonnell, Olsen, Osburn, Pae, Patzkowsky, Pfeiffer, Pittman, Provenzano, Randleman, Ranson, Roberts, Roe, Rosecrants, Schreiber, Sims, Smith, Sneed, Staires, Stark, Steagall, Sterling, Strom, Swope, Talley, Tedford, Townley, Turner, Vancuren, Waldron, Wallace, West, West, West, West, Williams, Wolfley, Worthen
excused (8) Bennett, Caldwell, Johns, Lowe, McBride, McEntire, Nichols, Stinson
no (1) Gann
Official vote record: oklegislature.gov
April 9, 2024SenateJudiciaryPassed12–0
other (1) AMD HB3962 PCS - ADOPTED (Request No: 3726)
yes (12) Boren, Brooks, Bullard, Daniels, Floyd, Gollihare, Hall, Howard, Jech, Standridge, Stewart, Weaver
Official vote record: oklegislature.gov
April 16, 2024SenateThird ReadingPassed35–9 4 excused
yes (35) Alvord, Bergstrom, Boren, Bullard, Burns, Coleman, Daniels, Dugger, Garvin, Gollihare, Green, Hall, Haste, Howard, Jech, Jett, Kidd, McCortney, Murdock, Paxton, Pederson, Pemberton, Prieto, Pugh, Rader, Rogers, Rosino, Seifried, Stanley, Stephens, Stewart, Thompson, Thompson, Weaver, Woods
no (9) Brooks, Dahm, Deevers, Dossett, Floyd, Hicks, Kirt, Matthews, Young
excused (4) Hamilton, Newhouse, Standridge, Treat
Official vote record: oklegislature.gov
May 22, 2024HouseFourth ReadingPassed82–2 16 excused
yes (82) Alonso Sandoval, Archer, Bashore, Bennett, Blancett, Boles, Burns, Caldwell, Caldwell, Cantrell, Conley, Cornwell, Crosswhite Hader, Culver, Davis, Deck, Dempsey, Dobrinski, Duel, Echols, Ford, Fugate, George, Goodwin, Hardin, Harris, Hasenbeck, Hays, Hefner, Hilbert, Hill, Johns, Kane, Kannady, Kendrix, Kerbs, Lawson, Lepak, Lowe, Luttrell, Manger, Marti, Maynard, McDugle, McEntire, Menz, Miller, Moore, Munson, Newton, ODonnell, Olsen, Osburn, Pae, Patzkowsky, Pfeiffer, Provenzano, Randleman, Ranson, Roberts, Roe, Rosecrants, Schreiber, Sims, Smith, Sneed, Staires, Stark, Steagall, Sterling, Strom, Swope, Talley, Townley, Vancuren, Waldron, West, West, West, Williams, Wolfley, Worthen
excused (16) Baker, Banning, Boatman, Dollens, Fetgatter, Grego, Humphrey, Lowe, May, McBride, Nichols, Pittman, Stinson, Tedford, Turner, Wallace
other (1) Mr. Speaker
Official vote record: oklegislature.gov
May 29, 2024SenateFourth ReadingPassed42–1 5 excused
yes (42) Alvord, Bergstrom, Boren, Brooks, Bullard, Burns, Coleman, Dahm, Daniels, Dossett, Dugger, Floyd, Garvin, Gollihare, Green, Hall, Hamilton, Haste, Hicks, Howard, Jech, Jett, Kidd, Kirt, McCortney, Murdock, Newhouse, Paxton, Pederson, Pemberton, Prieto, Pugh, Rader, Seifried, Standridge, Stanley, Stephens, Stewart, Thompson, Thompson, Treat, Weaver
no (1) Deevers
excused (5) Matthews, Rogers, Rosino, Woods, Young
Official vote record: oklegislature.gov
Official text & documents
- 1 Floor Amendment by ECHOLS (UNTIMELY FILED) · PDF on oklegislature.gov
- Amended And Engrossed · PDF on oklegislature.gov
- Committee Amendment · PDF on oklegislature.gov
- Engrossed · PDF on oklegislature.gov
- Enrolled (final version) · PDF on oklegislature.gov
- Floor (House) · PDF on oklegislature.gov
- Floor (Senate) · PDF on oklegislature.gov
- House Conference Committee Substitute · PDF on oklegislature.gov
- Introduced · PDF on oklegislature.gov
- Senate Committee Substitute for House Bill · PDF on oklegislature.gov
4 committee reports and other documents
Official bill page: https://www.oklegislature.gov/BillInfo.aspx?Bill=HB3962&session=2400
Timeline 35 actions
- Feb. 5, 2024HouseFirst Reading
- Feb. 5, 2024HouseAuthored by Representative Echols
- Feb. 6, 2024HouseSecond Reading referred to Judiciary - Civil
- Feb. 12, 2024HouseCR; Do Pass Judiciary - Civil Committee
- March 13, 2024HouseGeneral Order
- March 13, 2024HouseCoauthored by Representative(s) Kane
- March 13, 2024HouseAuthored by Senator Pugh (principal Senate author)
- March 13, 2024HouseHouse Rule suspended
- March 13, 2024HouseAmended by floor substitute
- March 13, 2024HouseThird Reading, Measure passed: Ayes: 92 Nays: 1
- March 13, 2024HouseReferred for engrossment
- March 18, 2024HouseEngrossed, signed, to Senate
- March 18, 2024SenateFirst Reading
- March 27, 2024SenateSecond Reading referred to Judiciary
- April 9, 2024SenateReported Do Pass, amended by committee substitute Judiciary committee; CR filed
- April 16, 2024SenateGeneral Order, Considered
- April 16, 2024SenateMeasure passed: Ayes: 35 Nays: 9
- April 16, 2024SenateReferred for engrossment
- April 17, 2024SenateEngrossed to House
- April 17, 2024HouseSA's received
- May 6, 2024HouseSA's rejected, conference requested, conferees to be named later
- May 7, 2024HouseHC's named: Conference Committee on Judiciary - Civil
- May 9, 2024SenateConference granted, SCs named Pugh, Howard, Gollihare, Standridge, Weaver, Floyd
- May 21, 2024HouseCCR submitted
- May 22, 2024HouseCCR adopted
- May 22, 2024HouseFourth Reading, Measure passed: Ayes: 82 Nays: 2
- May 22, 2024HouseTo Senate
- May 22, 2024SenateCCR read
- May 29, 2024SenateCCR adopted
- May 29, 2024SenateMeasure passed, to House: Ayes: 42 Nays: 1
- May 29, 2024HouseReferred for enrollment
- May 30, 2024HouseEnrolled, signed, to Senate
- May 30, 2024SenateEnrolled measure signed, returned to House
- May 30, 2024HouseSent to Governor
- May 30, 2024HouseApproved by Governor 05/31/2024
Momentum: 100 of 100
| Stage (Enacted / adopted) | 50 / 50 |
|---|---|
| Recency (1 days before May 31, 2024) | 20 / 20 |
| Committee progress | 10 / 10 |
| Coauthors | 4 / 10 |
| Bipartisan sponsorship | 0 / 10 |
| Rule applied | enacted/adopted = 100 |
How this is calculated
- Stage reached — up to 50. 50 × (stage − 1) ÷ 8, where the stages are 1 Introduced · 2 In committee · 3 Passed committee · 4 Passed its first chamber · 5 In committee in the second chamber · 6 Passed that committee · 7 Passed both chambers · 8 Sent to the Governor · 9 Enacted / adopted.
- Recency — up to 20. 20 if the last recorded action was within 14 days of the reference date, falling in a straight line to 0 at 90 days. The reference date is the earlier of the data date (Oct. 1, 2026) and the session's last scheduled day, so a finished session is scored as it stood when it ended.
- Committee progress — up to 10. 5 for each chamber in which a committee reported the bill favourably.
- Coauthors — up to 10. 1 per coauthor (max 7), plus 3 if its authors and coauthors include members of both chambers.
- Bipartisan sponsorship — 10. 10 if the authors and coauthors include at least one Republican and one Democrat.
Rules on top: an enacted bill (signed, law without signature, or veto overridden) or an adopted resolution scores 100. A vetoed bill without an override, or one whose last committee vote failed, has its score halved.
Disclaimer. The momentum score is an automated, rough indicator built only from the public record (stage, dates, authors and committee reports). It is not a prediction, does not measure merit or support, and can be wrong when an action is mis-recorded or an author is mis-matched. Coauthors are read from the action text (“Coauthored by …”). Always check the official record on oklegislature.gov.